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Nonprofit · EIN 56-1899973

LAURA HOLLAND UZZELL FOUNDATION

Also known as STERLING MONTESSORI CHARTER & AC

Tax-exempt · MORRISVILLE, NC 27560

Financials

$8.4M$8.3M2022$9M$8.8M2023$9.1M$8.7M2024
Revenue Expenses · by fiscal year end
Financials of LAURA HOLLAND UZZELL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,052,903$8,709,999$342,904$14,819,040$6,515,724$8,303,316
June 30, 2024990$9,034,762$8,818,900$215,862$14,948,358$6,987,946$7,960,412
June 30, 2023990$8,442,552$8,301,245$141,307$15,122,783$7,378,233$7,744,550
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,314,393
of which government grants
$7,270,225
Program service revenue
$1,515,066
Investment income
$187,355
Other revenue
$36,089

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$199,860
Other salaries and wages
$5,036,344
Salaries, compensation and benefits (total)
$6,339,178
Professional fundraising fees
$0
Legal fees
$17,362
Accounting fees
$26,750
Occupancy
$330,573
Depreciation
$497,231
Program services (functional)
$7,480,083
Management and general (functional)
$1,229,916

Balance sheet and other

Total assets, start of year
$14,948,358
Total assets, end of year
$14,819,040
Total liabilities, end of year
$6,515,724
Net assets, end of year
$8,303,316
Land, buildings and equipment
$10,144,296
Net assets without donor restrictions
$8,303,316
Gross receipts
$9,052,903
Employees
140
Volunteers
8
Year formed
1994
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MAUREEN CAPILLOEXECUTIVE DIRECTOR
Officer
40$199,860
RACHEL RICHARDSONPRESIDENT
Trustee or director, Officer
2$0
KEVIN HUGHESVICE-PRESIDENT
Trustee or director, Officer
2$0
JESSI FASOLATREASURER
Trustee or director, Officer
2$0
RYAN HILLSECRETARY
Trustee or director, Officer
2$0
DWAYNE JONESDIRECTOR
Trustee or director
1$0
KEISHA PRESSLEYDIRECTOR
Trustee or director
1$0
SUSAN ENGLISHDIRECTOR
Trustee or director
1$0
DAPHNE COULTERDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
MAUREEN CAPILLOEXECUTIVE DIRECTOR
Officer
40$119,257$4,694
KIM ELLIOTTTREASURER
Trustee or director, Officer
2$0$0
LAN ZHUSECRETARY
Trustee or director, Officer
2$0$0
RACHEL RICHARDSONVICE PRESIDENT
Trustee or director, Officer
2$0$0
ELIZABETH UZZELLPRESIDENT
Trustee or director, Officer
2$0$0
JESSI FASOLADIRECTOR
Trustee or director
1$0$0
KEVIN HUGHESDIRECTOR
Trustee or director
1$0$0
KATIE BROWNDIRECTOR
Trustee or director
1$0$0
RYAN HILLDIRECTOR
Trustee or director
1$0$0
DWAYNE JONESDIRECTOR
Trustee or director
1$0$0
KEISHA PRESSLEYDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
MAUREEN CAPILLOEXECUTIVE DIRECTOR
Officer
40$61,357$4,219
KIM ELLIOTTTREASURER
Trustee or director, Officer
2$0$0
LAN ZHUSECRETARY
Trustee or director, Officer
2$0$0
RACHEL RICHARDSONVICE PRESIDENT
Trustee or director, Officer
2$0$0
ELIZABETH UZZELLPRESIDENT
Trustee or director, Officer
2$0$0
JESSI FASOLADIRECTOR
Trustee or director
1$0$0
KEVIN HUGHESDIRECTOR
Trustee or director
1$0$0
KATIE BROWNDIRECTOR
Trustee or director
1$0$0
RYAN HILLDIRECTOR
Trustee or director
1$0$0
LESLIE HAMILTONDIRECTOR
Trustee or director
1$0$0
CHRIS MORTONDIRECTOR
Trustee or director
1$0$0
ROBERT WOLFEDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
202 TREYBROOKE DR, MORRISVILLE, NC 27560-9300
In care of
% CYNTHIA WELDON
Principal officer (990 for 2024)
ELIZABETH UZZELL, 202 TREYBROOKE DRIVE, MORRISVILLE, NC 27560
Signed the 990
JESSI FASOLA, TREASURER
Phone
(919) 462-8889
Return prepared by
SHARPE PATEL CPA

Mission

TO ACT AS THE GOVERNING BODY FOR STERLING MONTESSORI ACADEMY AND STERLING MONTESSORI CHARTER SCHOOLS, WHICH TOGETHER OPERATE A PRIVATE, TUITION-BASED PRESCHOOL AND A PUBLIC CHARTER ELEMENTARY AND MIDDLE SCHOOL.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION OPERATED TWO FACILITIES IN MORRISVILLE, NORTH CAROLINA, PROVIDING EDUCATION TO APPROXIMATELY 599 STUDENTS AT STERLING MONTESSORI CHARTER SCHOOL AND 130 STUDENTS AT STERLING MONTESSORI ACADEMY DURING THE FISCAL YEAR ENDED JUNE 30, 2025.
    Expenses $7,480,083 · revenue $1,551,155

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-1899973
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$14,819,040
Income (IRS master file)
$9,052,903

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,052,903$8,709,999$14,819,040IRS
990June 2024$9,034,762$8,818,900$14,948,358XML
990June 2023$8,442,552$8,301,245$15,122,783XML
990June 2022$8,385,739$7,949,823$14,939,635IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1899973).

Questions about LAURA HOLLAND UZZELL FOUNDATION

What is the EIN of LAURA HOLLAND UZZELL FOUNDATION?
The employer identification number (EIN) of LAURA HOLLAND UZZELL FOUNDATION is 56-1899973.
Is LAURA HOLLAND UZZELL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to LAURA HOLLAND UZZELL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAURA HOLLAND UZZELL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAURA HOLLAND UZZELL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAURA HOLLAND UZZELL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LAURA HOLLAND UZZELL FOUNDATION?
The 990 for the year ended June 30, 2025 names ELIZABETH UZZELL.
Who are the officers and directors of LAURA HOLLAND UZZELL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $199,860 (MAUREEN CAPILLO, EXECUTIVE DIRECTOR).
How much revenue does LAURA HOLLAND UZZELL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,052,903, expenses of $8,709,999 and total assets of $14,819,040 at year end.

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